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Adjusted for Risk

Adjusted for Risk: EY's Charles Smith On The Trends Impacting Wealth Managers

Charles Smith drops a ton of insight on the trends impacting the practices of financial advisors and wealth managers.

In this very insightful and fun conversation, Charles Smith, principal in the wealth and asset management consulting practice at EY, discusses with Zephyr Chief Market Strategist Ryan Nauman everything from technology stacks to client acquisition strategies.

And of course, they talk about the use of artificial intelligence to enhance the client experience.

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Learn more about EY Wealth and Asset Management
EY’s Global Wealth Report for 2023

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